Paxy is the AI reporting assistant in PAX that helps authorized users ask plain-English questions about ERP and CRM data.
What Paxy is for
Use Paxy when you need a quick read-only report or summary from PAX data and you can describe the question in plain English.
Paxy is best for focused data questions, such as customer sales, invoice totals, order history, inventory lots, purchase receipts, vendor activity, work orders, shipments, returns, GL-related summaries, and similar cross-functional reporting questions.
Paxy is not a replacement for formal review, accounting close, inventory correction, or source-record workflows. Use Paxy to inspect and summarize data, then verify important results in the normal PAX screens and reports.
Screen path
Dashboard > Paxy launcher
The Paxy launcher appears as a floating button on the left side of the main dashboard for users with access.
Who can use Paxy
Paxy is available to users with one or more of these roles:
| Role | Access |
|---|---|
admin |
Can see the launcher and use Paxy. |
executive |
Can see the launcher and use Paxy. |
Other roles do not see the Paxy launcher, and the backend blocks unauthorized Paxy requests.
What Paxy can do
Paxy can:
- Answer data-report questions about tenant ERP and CRM data.
- Use recent chat context to understand follow-up questions.
- Return a concise answer.
- Show key findings and notes.
- Show how many rows are in the preview.
- Export supporting rows to CSV.
- Export a concise PDF findings report.
- Format timestamps using the user's browser timezone when possible.
Paxy can work across these data areas:
| Area | Examples |
|---|---|
| Sales and CRM | Customers, prospects, quotes, sales orders, shipments, invoices, payments, returns, campaigns, and activity. |
| Manufacturing and Inventory | Parts, lots, inventory balances, adjustments, BOMs, routers, work orders, labor, completions, scrap, and cycle counts. |
| Purchasing | Vendors, purchase orders, receipts, vendor invoices, vendor payments, check runs, and purchasing summaries. |
| Accounting | Chart of accounts, journal entries, fiscal periods, payments, customer credits, AP/AR data, bank reconciliation, credit cards, depreciation, projects, and invoices. |
What Paxy cannot do
Paxy cannot:
- Create, edit, post, void, reverse, delete, receive, ship, invoice, pay, reconcile, or close records.
- Bypass role permissions or tenant isolation.
- Guarantee that a broad or vague question was interpreted exactly the way the user intended.
- Replace formal accounting, tax, inventory, costing, or audit review.
- Show generated SQL in the chat.
- Provide connected workflow help from the website docs yet.
- Save long-term chat history across page reloads.
If a user asks a product-help question such as how to use a workflow, Paxy currently responds that workflow help is not connected yet and redirects the user toward data questions.
Outputs
Paxy's chat answer can include:
| Output | What it means |
|---|---|
| Title | Short title for the answer or report. |
| Answer | Concise response to the user's question. |
| Findings | Important supporting observations. |
| Notes | Caveats, truncation notes, or interpretation warnings. |
| Row count | Number of rows in the preview result. |
CSV |
Detailed supporting data export. |
PDF |
Concise findings report. |
The chat does not display a large result table. Use CSV when you need to audit the supporting rows.
What happens behind the scenes
When a user asks Paxy a data question, PAX:
- Checks that the user is logged in with
adminorexecutiveaccess. - Uses the user's tenant-scoped database connection.
- Classifies the question into relevant business data areas.
- Builds a filtered schema summary for those areas.
- Asks the AI model for one read-only report query.
- Validates that the query is a single
SELECTorWITH ... SELECTstatement. - Runs the query in a read-only transaction with row, column, and timeout limits.
- Filters known private fields before rows are sent to the summary model.
- Returns a concise answer and export-ready result data.
CSV and PDF exports use the result Paxy already generated. They do not reinterpret the question.
Troubleshooting
I do not see Paxy
Likely cause: Paxy is only shown to admin and executive users.
Safe fix: Use standard PAX reports, or ask an admin or executive user to run the question if appropriate.
Contact support if: You have admin or executive access but the launcher is missing.
Paxy says it is not configured
Likely cause: The server is missing the AI configuration needed to connect to the AI provider.
Safe fix: Ask the system administrator to check the server AI configuration.
Contact support if: Configuration has been completed but Paxy still returns the setup message.
Paxy gives an unexpected answer
Likely cause: The question may be broad, missing an exact identifier, missing a date range, or interpreted against a different source than intended.
Safe fix: Ask a narrower follow-up question with exact customer, vendor, part, order, invoice, PO, work order, or date-range details.
Contact support if: A precise question returns data that does not match the source records.